PWA
DMXF icon

Physician Wealth Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Physician Wealth Advisors’s Portfolio DMXF Stock Details DMXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$128K Sell
1,702
-653
-28% -$51.1K 0.02% 243
2025
Q4 		$177K Sell
2,355
-258
-10% -$19.7K 0.02% 211
2025
Q3 		$198K Hold
2,613
– – 0.03% 197
2025
Q2 		$194K Sell
2,613
-23
-0.9% -$1.63K 0.03% 190
2025
Q1 		$177K Sell
2,636
-110
-4% -$7.46K 0.03% 194
2024
Q4 		$177K Sell
2,746
-1,374
-33% -$93.4K 0.03% 193
2024
Q3 		$288K Buy
4,120
+1,052
+34% +$72.8K 0.05% 138
2024
Q2 		$215K Sell
3,068
-28
-0.9% -$1.89K 0.04% 171
2024
Q1 		$202K Buy
+3,096
New +$203K 0.04% 169
2022
Q1 		– Sell
-3,248
Closed -$221K – 159
2021
Q4 		$221K Buy
+3,248
New +$224K 0.06% 151

Other funds holding DMXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $191M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return